At Tatton, we believe it's important to have clear ESG beliefs and principles that guide the Board of Directors, employees and Tatton stakeholders in their actions and decision making, and these beliefs and principles are also incorporated into our investment approach for the benefit of all clients.
We believe that all companies wishing to achieve long-term success should consider their impact on the environment and society. We believe that in order to create a sustainable business we must understand and monitor our impact on the environment, stakeholders and society in general. This includes analysing the ESG risks and opportunities to our business model and investors.
Our responsible and sustainable beliefs are our guiding principles when developing our offerings, working with our employees, business partners and end clients. We aim to run our Group as a responsible business and we continue to look at how we can strengthen our commitment to sustainability. Through this we can make a positive impact on the financial return of our investments, on our company assets and earnings and on the wider society, for the benefit of all stakeholders.
Lesley Watt
Independent Non-Executive Director
Paul Edwards
Chief Financial Officer
Claire MacNeill
Secretary to the Board
Louise Coleman
Head of Finance
Justine Randall
Chief Commercial Officer, Tatton Investment Management Ltd
Richard Goppy
Director of Membership, Paradigm
Corporate Social Responsibility
At Tatton Asset Management, we are committed to supporting better outcomes for our people, the communities we operate in and our environment. We seek to do this by embedding responsible, sustainable business practices at the heart of everything we do. We aim to give back to our local communities and support charities doing important work, empowering our employees to make a difference too. In 2022, we introduced the following initiatives:
Charitable giving and engagement with the wider community
Each of our offices select their nominated charity to support during the year. Each chosen charity has receives a donation alongside additional fundraising from their supporting office, including sponsored bike rides, walks and bake sales. This year, the Group’s chosen charities are The Message Trust, Alzheimer's Society & Providence Row.
Matched Funding
The Group has also implemented a matched fundraising programme, recognising the efforts that our employees make in supporting their local communities and other charities. We would like to express our gratitude to employees who have helped to raise funds for their given charities and we have been delighted to match their fundraising and support the positive impact that these charities are making.
Day to Make a Difference
Our ‘Day to Make a Difference’ initiative allows our staff to help out within their local community at a charity or at a National Trust site, dedicating a day of their time to create a positive impact. Since the launch of this initiative, our employees have assisted 6 charities, and volunteered over 40 days, to help make a difference.
In addition to helping out, our team has also been delivering donations collected by the Group and its partners for the sixth consecutive year as part of the Trussell Trust’s Reverse Advent Calendar initiative.
In February 2024, some of our team and CEO, Paul Hogarth had the privilege of visiting a local charity, The Message Trust, to lend a helping hand
Over the course of this year, several members of our Paradigm Mortgage team have devoted their time to volunteering at their local distribution centre for the Trussell Trust foodbank.
Women in Finance Charter
In February 2022, Tatton Asset Management were delighted to subscribe to the Women in Finance Charter as part of our ongoing commitment to gender diversity and talent recognition across the Group.
We have conducted analysis of our existing team and allocated team members across four segments – Group Board, Senior Management Team, Line Managers and Individual Contributors and are committed to reporting on our progress on our female representation in senior roles to include both our Group Board and Senior Management Team members.
The Women in Finance Charter is a commitment by HM Treasury and signatory firms to work together to see gender balance at all levels across financial services firms. The Charter can be found here.
The Group pledges to promote gender diversity by:
- having one member of our senior executive team who is responsible and accountable for gender diversity and inclusion;
- setting internal targets for gender diversity in our senior management;
- publishing progress annually against these targets in reports on our website; and
- having an intention to ensure the pay of the senior executive team is linked to delivery against these internal targets on gender diversity.
At the time of joining the charter in February 2022 our percentage of females in these categories is 35% and we are committed to reviewing this over time, with a view to maintaining the level of females in these categories at 30-35%. At September 2024, the percentage of females in senior management positions has been maintained. Our senior management team remains focused on the area of diversity and this is part of our objective setting across the Group. We are committed to taking ongoing positive steps to show our support for this objective and look forward to reporting back in due course on progress made.
Diversity & Inclusivity Finance Forum
At Tatton, we know that diversity and inclusion are critical to our success. We aim to create an environment that embraces diversity, which in turn facilitates creativity and collaboration. The Group is an equal opportunities employer and it is our policy to ensure that all job applicants and employees are treated fairly and on merit, regardless of race, sex, marital/civil partnership status, age, disability, religious belief, pregnancy, maternity or sexual orientation. We believe that an inclusive culture in which employees are highly engaged enables everybody to succeed.
In November 2020, Tatton Asset Management's membership division, Paradigm, became members of The Diversity & Inclusivity Finance Forum. The forum is an important gathering of influential industry peers, in an inclusive network which aims to discuss and promote key ideas and activities to create a more balanced and fair mortgage industry.
The forum is designed to create an environment that will increase diversity and inspire inclusion, and help individuals feel fully supported within the business community regardless of race, ethnicity, gender or sexual orientation. These are key values which Tatton Asset Management aims to instil across the group. Membership encourages and promotes learning on this important matter and offers a valuable networking environment to discuss ideas.
You can read more about the Diversity & Inclusivity Finance Forum and its core principles here.